carta-interaction-reference

What problem does it solve?

This Skill eliminates inconsistent, non-compliant, or untrustworthy AI responses when presenting Carta cap table data, ensuring all agent outputs align with Carta's brand standards, financial precision requirements, and safety guardrails for private capital workflows.

Core Features & Use Cases

• Standardized Interaction Rules: Defines consistent voice, tone, writing structure, and vocabulary requirements for all Carta cap table agent responses, calibrated for users with varying levels of financial fluency.
• Safety & Compliance Guardrails: Mandates strict rules against fabricating financial data, requires clear labeling of AI-computed vs Carta-sourced data, and defines autonomy boundaries and escalation workflows for high-stakes, irreversible, or compliance-sensitive actions.
• Use Case: Any Carta AI agent responding to queries about cap table ownership, grants, SAFEs, 409A valuations, waterfall scenarios, financing history, stakeholders, or convertible instruments uses this reference to deliver compliant, precise, and user-aligned outputs.

Quick Start

Load the carta-interaction-reference skill before responding to any user query about Carta cap table data, including ownership, grants, SAFEs, valuations, or waterfall scenarios.